Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
4.29%
6 Months
9.86%
2.17%
1 Year
0.86%
7.07%
3 Years
8.29%
15.12%
5 Years
15.11%
—
Since Inception
11.40%
19.80%
Fund Age
8 yrs 7 mo
7 yrs 3 mo
AUM
₹119.22 Cr
₹7.19 Cr
Alpha – 1 Year
1.21%
7.50%
Alpha – 3 Years
−0.71%
6.56%
Information Ratio – 3 Years
-0.05
1.22
Volatility – 1 Year
21.27%
19.38%
Volatility – 3 Years
19.22%
16.31%
Beta – 1 Year
1.20
1.18
Beta – 3 Years
1.19
1.13
Sharpe Ratio – 1 Year
-0.10
0.17
Sharpe Ratio – 3 Years
0.25
0.62
Worst Rolling Year
0.71%
14.31%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−29.07%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 52% · S 44%
L 73% · M 25%
Number of Stocks
33
100
Portfolio P/E
31.12
27.01
Top 5 Holdings
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 1% / –